Redeem options

In the Points redeeming section, you will be able to find all the options and rules to redeem the points, create restrictions and share points.

Let’s start with the first one and go to YITH > Points and Rewards > Points redeeming.

Points redeeming

How can customers redeem their points? They will automatically see a message that informs them about how many points they have and the corresponding discount they can have on the next purchase. The message will be visible on the Cart page and they can decide whether to use them or not.

• Allow users to redeem points: turn this on if you want so that your users can use their points to get automatically notified of an available discount in Cart. Please, note: if you don’t enable this option, your users will not be able to redeem their points, unless they convert them into a coupon code (as explained here).
• Users that can redeem points: choose whether to let all users or only specific user roles redeem their points in Cart and Checkout.

• Reward conversion method: here you can choose what the conversion should be:

1. Fixed price discount: this option lets you convert points into a fixed price discount. For example, every 100 points give €1 discount.

2. Percentage discount: this option lets you convert points into a percent discount in the cart. For example, every 50 points give a 30% off.

• Reward conversion rate: here you can enter the rule. This option updates dynamically based on the previous settings (fixed or percent discount). Based on the selected method, the plugin will save different options, so whenever you want to switch you’ll be able to find your previous settings.
• When redeeming, calculate the discount on the product price with:
  • taxes included
  • taxes excluded.
    In this way, the discount amount will be calculated out of the price with or without taxes.

Example: the product costs $10 + 20% VAT = $12.
I set a maximum points-based discount of 50%.
If I select “taxes included”, the discount will be $6 (50% of $12);
if I select “taxes excluded”, the discount will be $5 (50% of $10).

• Exclude on-sale products from the discount amount calculation: if enabled, sale products will not be used to redeem points. So, in the points box on the Cart page, the maximum number of usable points will be calculated for all products except for the on-sale ones.

On the other hand, if you use a points-generated coupon code, this will apply the discount to all products in cart, no matter if they are on-sale or not.

• Automatically redeem points on Cart/Checkout pages: enable to automatically apply points on the cart/checkout page. If disabled, the user will have to click on the “Apply points” button in the box on top.
• Redeem box style: you can choose between a default style or a custom one where you can customize the text and add media through a standard WordPress editor.

• Offer free shipping when users redeem points: enable this option if you want that the points-generated discount lets users not only redeem points but also take advantage of free shipping. Please, note: to make this feature work, you have to enable a free shipping method in WooCommerce > Settings > Shipping (learn more about this here). Users will, then, be able to select free shipping on the Checkout page.
• Coupons allowed: pick what you want to do when your customers use their points and other WooCommerce coupon codes. You can choose one of the following options:
  • Use only WooCommerce coupons: they will be able to use only the standard coupon, and they can’t use their points to get extra discounts.
  • Use only points-redemption coupons: they will only be able to get the discount generated by their points.
  • Use both coupons: they can use both discounts.

An example of the points redemption

This is an example of how your users will be invited to use their points to get a discount.

By clicking on Apply Discount the maximum number of points available will be used. Yet, you can also change the number of points as displayed in the example below:

So, changing from 1236 to 400 points will only apply a $20 discount.

Go to the next page to read about the Redeeming restrictions >

Let’s go to YITH > Points and Rewards > Points redeeming. You can find two sub-sections, Points redeeming and Redeeming restrictions.

Here in the redeeming restrictions section, you can find more options and restrictions for when users will redeem points.

Please, note: these settings change based on the Reward conversion method you’ve selected above (Fixed or Percent discount).

Yet, the plugin settings for Fixed and Percent Discount are saved as two separate settings, so that whenever you switch from one method to the other, you can restore your previous settings, no need to configure everything from scratch every time you want to switch.

For example, you can set up a Maximum discount of €100 with a fixed discount method, but a maximum discount of 30% with the percent method.

Let’s see, then, all the available options here.

Restrictions for Fixed price

First of all, to set up your redeeming restrictions, you must enable the option Apply redeeming restrictions.

• Maximum discount users can get: here you can enter the maximum discount amount that your users can get when they redeem their points. Based on what you select as a conversion method (fixed or percent discount), this value will either be a fixed maximum discount or a maximum percentage applied to each product.

You can override this value either on category or on product level from the Redeem rules tab.

• Minimum cart amount to redeem points: enter here the minimum cart amount required to redeem points. E.g. if you enter €10 here, users cannot use their points for orders below €10.
• Minimum discount required to redeem: here, you can enter the minimum discount required to redeem points. For example, if your user has 10 points worth €1 discount, and the minimum discount is €5, they will not be able to redeem those points yet, they’ll have to collect at least 50 points worth a €5 discount.
• Maximum discount for a single product: here you can enter the maximum points-generated discount that can be applied per product.

Please, note: the points-generated discount is always divided by all the products in the cart, so, for example, if your users use 1000 points worth a €100 discount in a cart with 5 products, the discount per product would be €20. If you enter a maximum of €15 here, the discount applied would be a maximum of €15 per product, so €75 (€15 * 5 products).

Restrictions for Percentage discount

• Minimum discount users can get: set the minimum discount percentage allowed in cart when redeeming points.
• Maximum discount users can get: set the maximum discount percentage allowed in cart when redeeming points
• Minimum cart amount to redeem points: set the minimum cart amount required to redeem points.

Last but not least in the Points redeeming section, you can find the Points sharing options. Here you can enable the options to allow your users to convert their points into coupon codes and share them with other users as a gift.

The generated coupon code will be available in My Account > My Points > Manage points.

Let’s now see the settings.

• Allow users to convert points into a coupon to share: enable to allow customers to convert their points in a coupon code that will be available on My Account page.
• Apply limits to points coupons: enable to set a minimum or maximum of points that can be converted into a coupon code
  • Minimum amount of points that can be converted: set the minimum number of points that the user can convert into a coupon code.
  • Maximum amount of points that can be converted: set the maximum number of points that the user can convert into a coupon code.
• Set the expiration for points coupon codes: enable to set an expiry date for points coupon codes to be used. You can set the value in days in the option Points coupon will expire after.

When the coupon code expires, the points are NOT re-assigned, so they are lost. Make sure your users are well informed about the expiration of the points coupon code if enabled.

The generated coupon codes will be available in My Account ready to be copied by the customer.

Once generated, the customer cannot edit nor delete the coupon code, but the admin and shop managers will be able to find the code in the standard WooCommerce Coupons section and edit them as they prefer.

From this section, you can create custom rules that override the global redeeming options and assign this rule to specific users and user roles and also to specific categories or products.

• Rule name: enter a name to identify this rule.
• Priority: in case more than one rule applies to the same product, the rule with higher priority will apply. Priority 1 is the highest.

• Rule type: you can either choose to apply the discount by using the redeem conversion rate or a redeem max discount rate. Based on the selection, the options will change, so, let’s check them one after the other.

Redeem conversion rate

When you select the Redeem conversion rate you will be able to set up a conversion rule from points to discount.

So, for example, as in the image below, you can set that 100 Points = 1 $ (USD) discount and if I have a total of 1000 points, you can get a maximum of 10$ discount.

Apply rule to: finally, you can decide to apply this rule to:

• all users
• specific user roles or
• users with a specific points level.

Example: your shop’s global conversion rate is 10 points = 1$ discount, but you want to give a double discount to “Top” level users.
You can create a rule, where the conversion rate is 5 points = 1$ discount and assign the rule to “Top” level only.

Redeem max discount rate

When choosing this option, you will be able to apply a maximum discount restriction to the discount your customers can get.

These rules override the global “Redeeming restrictions”.

• Max discount type: you can either make sure that the maximum discount is calculated from the global discount settings or as a fixed amount that you can set in this rule. So choose from:
  • Set a % max discount based on the global max discount. e.g. with a global max discount of 50$, if you set a max discount of 10% for this product, the user will get a max discount of 5$ for this product.
  • Set a fixed max discount value. e.g. max 5$ of discount for this product.
• Apply rule to these products: this allows you to apply the maximum discount restriction to specific products and choose from:
  • all products
  • specific products
  • on sale products
  • products of specific categories
  • products of specific tags

You can further refine the selection and exclude some of them.

Apply rule to: finally, you can decide to apply this max discount rule to:

• all users
• specific user roles or
• users with a specific points level (see here how to create a new level).

Example: your shop’s global discount is set to be 50%, but you want to allow “Best buyers” level to get up to a 75% discount on Accessories category.